There are 6 times during the loan process where gifts could/should be going out – Lead received, pre-qualification, contract received, loan approval, closing, and post closing. Below are examples of what can be sent out at each stage. These are only examples to get you started – the most effective gifting process is one that is personalized to you and your team. HAVE A GIFTING PLAN. It is important when you are gifting to be consistent. In order to do that you need to not only know what you’re sending out at each step in the process, but also who is responsible for sending it.
Lead Received
- Hand written card with Lottery Ticket: Hope you win the lottery, but if you don’t I’ll be here to help with your financing! Good Luck
- Pack of Extra Gum: We’re extra grateful for this opportunity to serve you, and excited to get you started in the process!
- Starbucks Gift Card: Thanks a latè for trusting us with this process!
Pre-Qualification
- Root Beer Candy: Rootin’ for you to find your new home!
- Jars of Jam/Jelly: Lets get jammin!
- Gas Card: Fuel up to find your new home!
- Highlighter: Talking to you was the highlight of our day! Good luck finding your new home!
Contract Received
- Moving Boxes/Packing Supplies
- Flowers
- Tiffs Treats
- Visa Gift card for Moving Company
- We’re Moving postcard with Giftcard
Loan Approval
This gift should go to their office if possible for more exposure. i.e. co-workers admiring the gift and asking where it came from opening up the door for a referral. Sending a larger/shareable gift is also recommended.
- The Berenstain Bears, Moving day Book: A great idea for borrowers with kids to keep the kids occupied while packing/planning the move
- Edible Arrangement
- Movie Tickets
Closing
This gift should be for celebration of your clients only – not a large cheesy promotional gift plastered with your logo.
- Cutco
- Monogrammed door mat
- Tiffany’s flutes and a bottle of champagne
- Wine glasses and a bottle of whine
- Whiskey decanter set with a bottle of whiskey
- Monogrammed Cutting Board
- Customized closing gift based on personal relationship or All About You Form – most impactful
Post-Closing
Moving Day Pizza Party
On the day they are moving send them pizza for dinner so they do not have to worry about it after a long day. The Pizza Party should come from you”and the agent” for extra customer satisfaction for the agent.